The man with the plan. In his second day as CEO of American Realty Capital Properties, Glenn Rufrano met with stock analysts to set a timeline for getting the company past last year’s accounting troubles. Rufrano said he first needed to study...

It's a two-way street. The penchant for passive over active investment management hasn’t been as pronounced among defined contribution plan sponsors; 57 percent of multi-national companies have a mix of active and passive strategies in their d...

What's in a name? In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli sai...

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According to r...

A mini Ric Edelman? | Copyright Oli Scarff, Getty Images Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF.  The new iShares Exponential Technologies ETF (nysearca:XT) began with the Edelman Finan...

Clear as mud. After topping $2 trillion in U.S. assets, the ETF market still remains a mystery to many investors. In a recent survey by Fidelity and BlackRock, less than one-third (32 percent) of individual investors currently own ETFs in thei...

The National Endowment for Financial Education and the Financial Planning Association have launched a tournament bracket of their own—to help investors and consumers determine their top four financial priorities. The groups also had financial...

If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small...

Are you still waiting for the world to change? | Sergey_P/iStock/Thinkstock March is historically a poor month for gold, which is bad sign for the commodity, since it's already down 1.6 percent year-to-date, writes Barry Ritholtz on Bloomberg Vi...

Girl Power. | Copyright Spencer Platt, Getty Images Pax Ellevate Management is encouraging the companies in its Pax Ellevate Global Women’s Index Fund (PXWEX) to sign onto the Women’s Empowerment Principles, a joint initiative of the United Nati...